See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $362,481 | $154,228+135.0% | $145,433+149.2% | $137,256+164.1% |
| Participation rate | 72.7% | 83.8%-11.1pp | 82.1%-9.4pp | 80.0%-7.2pp |
| Annual return | 14.60% | 74.59%-60.0pp | 66.58%-52.0pp | 220.34%-205.7pp |
| Employer contribution / active EE | $4,197 | $4,804-12.6% | $4,554-7.8% | $4,156+1.0% |
| Participant deferral / active EE | $10,842 | $8,216+32.0% | $7,897+37.3% | $6,407+69.2% |
| Admin fee / account holder | $269 | $14,344-98.1% | $13,129-98.0% | $12,270-97.8% |